Myomo Inc Dossier
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SectorHealth Care IndustryHealth Care Equipment Beta (adjusted)1.30 Intrinsic Value No headline value published yetWe haven't published a headline intrinsic value for this company yet. Our data-reliability standards weren't met. Method estimates are shown for reference. Market Price $1.61Price as of 1 Oct 2026 Data confidence Sign in to view data confidence Market Cap $63.8M Enterprise Value $64.1M Shares Outstanding 42.8M diluted Next Earnings Date9 Nov 2026 All prices and values are periodic snapshots, not live quotes. Source dates are shown for reference. ThesisStreet consensus, scenarios, merits, risks, and invalidation triggers Thesis Summary Myomo, Inc. is successfully executing a strategic pivot away from high-cost direct-to-consumer digital advertising toward a highly scalable, lower-cost referral-driven model. By leveraging its MyoConnect program and expanding partnerships with orthotics and prosthetics (O&P) clinics, the company is driving a higher mix of recurring patient sources, which reached 49% of revenue in Q1 2026. Despite near-term headwinds from Medicare Advantage denials, the long-term growth trajectory is supported by robust traditional Medicare Part B coverage, expanding international sales (particularly in Germany), and a solid backlog of patients awaiting device delivery. This section is the 12-month view: analyst targets and the probability-weighted scenarios built from them. The intrinsic value at the top of this page answers a different question: what the business is worth today. Street view · analyst 12-month targets Low · most bearish analyst$1.70 Mean target$4.54 High · most bullish analyst$10.00 Our research · scenarios, merits, risks, and invalidation triggersResearch as of 20 Jun 2026 Scenarios · 12-month scenario targets Bear CaseDownside scenario $3.0015% Persistent denials by Medicare Advantage plans and rising customer acquisition costs constrain domestic volume growth, while international expansion faces regulatory or reimbursement delays, leading to prolonged net losses. Base CaseCentral scenario $7.6760% Myomo achieves its full-year 2026 revenue guidance of $43 million to $46 million as the shift to recurring patient sources stabilizes customer acquisition costs and the backlog converts to recognized revenue at higher average selling prices. Bull CaseUpside scenario $10.0025% Rapid resolution of Medicare Advantage denials through successful ALJ appeals and CMS intervention, combined with accelerated adoption of the MyoPro device across global O&P networks, drives revenue growth well above the high end of guidance. Scenarios are anchored to street consensus at the research date, with our probabilities and rationale. Key Investment Merits
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All scenarios are estimates and subject to change. Past performance is not indicative of future results. Quality Pillars MembersThis section is available to registered members. Create a free account or sign in to unlock the full breakdown. Explore this dossierValuationIntrinsic value, the six-method breakdown, peer medians, and your assumptions sandbox.Financial SnapshotRevenue, profitability, returns, balance sheet, dividends, and the filing-level detail.Qualitative AnalysisBusiness overview, strategic initiatives, and mergers, acquisitions & partnerships.Outlook & Key DatesForward estimates, reporting calendar, and the monitoring framework. |